Great Elm appoints Nichole Milz as COO effective Sep 6, 2022

Great Elm Group, Inc.

Milz receives $275K salary, $225K minimum bonus target, and 48,544 RSUs vesting over 3 years.
Milz brings 20+ years asset management experience, most recently 16 years at Magnetar Capital.
Former COO Adam Kleinman remains President; Milz will oversee operations of the Company and portfolio companies.
Milz holds a Master of Professional Accountancy from UT Austin; she also worked at Citadel and Ernst & Young.

item 5.02 item 8.01 item 9.01

Executive movements

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Appointed

Nichole Milz

Chief Operating Officer

GEG · Great Elm Group, Inc.

Effective: 2022-09-06
Filed: September 6, 2022, 7:59 PM ET

On August 30, 2022, Great Elm Group, Inc. (the “Company”) appointed Nichole Milz, age 48, as Chief Operating Officer, effective September 6, 2022.

Role change

Adam Kleinman

President

GEG · Great Elm Group, Inc.

Effective: 2022-09-06
Successor: Nichole Milz
Filed: September 6, 2022, 7:59 PM ET

In connection with Mrs. Milz' appointment, Adam Kleinman, formerly the Company’s President and Chief Operating Officer, will continue serving as the Company’s President, effective September 6, 2022.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Nichole Milz was appointed as Chief Operating Officer at Great Elm Group, Inc..

Action: appointed
Role: Chief Operating Officer

Exact text from the filing

On August 30, 2022, Great Elm Group, Inc. (the “Company”) appointed Nichole Milz, age 48, as Chief Operating Officer, effective September 6, 2022.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Adam Kleinman changed role as President at Great Elm Group, Inc..

Action: continued
Role: President

Exact text from the filing

In connection with Mrs. Milz' appointment, Adam Kleinman, formerly the Company’s President and Chief Operating Officer, will continue serving as the Company’s President, effective September 6, 2022.

View on SEC.gov

Great Elm Group, Inc. filing history →

Source: SEC EDGAR

accession 0001140361-22-032299

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